Get Answers With Vincent AI

Vincent is your legal assistant within Clio Work. It is designed to synthesise and deliver actionable intelligence by connecting your firm’s case data from Clio Manage with the expansive Clio Library legal database. From within Clio Work, you can

• initiate new conversations with Vincent and manage previous conversations,
• ask Vincent to analyse legal documents or extract information from audio and/or audiovisual files,
• get help with research and strategy by asking research questions, building arguments, and comparing laws across jurisdictions,
• and more.

Vincent’s role in the practice of law

Vincent is integrated into Clio Work to provide intelligence at every critical stage of your legal workflow:

• Intake and discovery: Use the Analyse Legal Documents workflow to quickly understand new client files, depositions, and contracts, saving hours of manual review.
• Case strategy: Use the Ask Research Questions and Build Arguments workflows to define the legal landscape and formulate powerful strategies against specific matter facts.
• Matter contextualisation: By selecting a matter, Vincent accesses relevant documents and metadata from Clio Manage. This allows Vincent to provide highly targeted suggestions and ensures your research is automatically logged in the correct client file.

Navigate Vincent's environment

Vincent's workspace is organised to streamline your legal research, offering quick access to past sessions and a focused area for current inquiries.

Conversations and workflows

From the Clio Work homepage, use the text box in the main workspace to type a prompt or question to Vincent. You can also select one of the workflow cards tailored to specific scenarios to start a conversation with Vincent. The quick filter and search bar can help you to find and select specific workflows.

Conversation history

The panel on the left side of Vincent's workspace lists your recent conversations with Vincent.

1. In Clio Work, navigate to Vincent and view past conversations under Recents in the left navigation.
2. Click any conversation to open it in the main workspace area.
   • View the full history of workflows, questions, and follow-ups.
   • If you previously started a conversation about a specific document from Clio Manage, view the matter name as a subtitle to the conversation.
3. Hover over the conversation and click the More icon (three vertical dots) next to it to rename or delete the conversation.

Start and guide conversations

When you are on Vincent's home page (not viewing a conversation), the main workspace area displays tools to initiate new research. When you select and submit a workflow or type your own question, you start a new conversation with Vincent. Vincent may ask for more information (such as requesting that you select a jurisdiction or upload documents) or suggest additional questions you can ask. incent makes a distinction between two types of prompts, which can be visually distinguished based on the color when selected.

• General conversation prompts are highlighted in blue when selected.
• Research questions (which leverage the Clio Library) are highlighted in purple when selected.

Start a new conversation

1. Select Vincent from the left navigation panel in Clio Work.
2. Optional: From the main workspace, click Select Matter if you would like to select documents previously uploaded to the matter for analysis or ensure the conversation pertains to the matter.
3. Optional: Under the main text box, select the jurisdiction to change it.
4. Optional: Click Add Documents to select files uploaded anywhere in Clio, or to upload new files from your computer.

5. Select a workflow card tailored to a specific scenario (use the quick filter and search bar) or type your own question or instructions in the text box.

   Tip: If you want Vincent to create a standalone document in Legal Pad that you can review and revise without leaving Clio, start your conversation with Vincent with prompts like "Write a contract for..." or "Create an email draft explaining..."
6. Optional: Use the persistent Ask any follow-up question textbox at the bottom of the conversation to continue your research after a response.
   • Vincent may suggest new prompts (e.g., adding more tasks), recommend phrasing changes, or ask for clarification (e.g., regarding jurisdiction).

Guide the conversation

During a conversation, you can guide Vincent by adding tasks or additional prompts. Vincent may also require additional information or offer suggestions to advance your research.

• Add more prompts: When applicable, click Add More Tasks to add multiple prompts at once, or provide more information, ask questions, or continue with some of Vincent's suggestions.
• Break up research/suggested phrase: Vincent may suggest a change to your typed prompt to improve clarity or research efficiency. You can choose to submit this suggestion or disregard it.
• Clarification: Vincent may ask for clarification (e.g., asking you to select a relevant jurisdiction) before providing a final response.

Understand conversation components

When you open a conversation, the main area displays its various components, which may differ slightly based on your inquiries.

Prompts and responses

This section contains your prompts and/or questions and Vincent's answers in chronological order. If you submitted more than one question/prompt at the same time, Vincent will respond to each separately and add an introductory sentence or title to their response to clarify which answer belongs to which prompts.

Files and documents

You can manage the documents uploaded to your conversation and download the entire history.

• View files in your conversation: Files uploaded as part of the conversation are displayed in the conversation itself. 
• View files or add more files: In the top right, click the page icon to view files previously added or to add more files.

Legal Authorities

When you use Vincent in Clio Work to conduct legal research, the Legal Authorities panel provides the verified sources Vincent used to answer your research question. This panel is visible on the right-hand side of the conversation when a research question is submitted.

1. If the panel is not immediately visible, click Legal Authorities below Vincent’s response to open it.
2. Review the list of sources. Each source includes the document title, a short summary of the document, and a relevant direct quote from the document.
3. Optional: To view a source, click on a document title to open the document in Clio Library.
4. Optional: To copy a single source's title, summary, and excerpt, click the copy icon in the top right corner of the listed source.

Legal Pad

When you prompt Vincent to create documents for you, it will create these documents in Legal Pad and display the document to the right of your conversation with Vincent. You can edit the Legal Pad document directly, or, in your main conversation text box, prompt Vincent to make modifications to the original Legal Pad document.

When Vincent modifies the document, it retains the previous version of the document. You can move between versions of the Legal Pad documents using the forwards and backwards arrow at the top of Legal Pad.

In addition to being used for creating standalone documents, you can also use Legal Pad to extract and distill relevant parts of the conversation with Vincent into a separate document. You can open any response from Vincent in Legal Pad in order to review and revise the response according to your needs. Simply click the edit icon below a response in your conversation with Vincent.

Legal Pad forms part of and remains in your conversation with Vincent, so you can close the Legal Pad panel and reopen it from your main conversations area.

Save and manage results

You can save individual responses or an entire conversation, create standalone documents based on the conversation by sourcing, revising, and saving the most important and/or relevant parts, and provide feedback to improve Vincent's accuracy.

Save individual responses

• To save individual responses to a particular prompt or question, use the icons at the bottom of the specific response
• Copy to clipboard: Use the double page icon to copy the content of the response to your clipboard.
• Save to Clio Manage: Use the save icon to save the response as a new file in Clio Manage.
• Download: Use the download icon to save the response as a Word or PDF file on your computer. When saving a response using this option, the Library references will saved along with the file. 
• Copy link: Use the link icon to copy a link to the conversation. You can share this link with other Clio users on your firm's account.

Save Legal Pad documents

To save a Legal Pad document, click the download icon at the top of the Legal Pad to download the document to your computer as a .docx or PDF file. You can also use the more icon (vertical ellipses) at the top of the Legal Pad to copy the content to your clipboard or you can save a copy of the Legal Pad document to Clio Manage.

Save entire conversations

• Click the download icon in the top-right corner of the conversation window to download the entire conversation with Vincent as a Word document.

Provide feedback

1. Click the thumbs-up and thumbs-down icons to provide feedback about a response.
2. Type feedback about why the response was not helpful, which Clio uses to review Vincent's processes.

Reference sources with Clio Library

Clio Library is the expansive knowledge base of authoritative documents that Vincent sources to provide you with responses to research questions.

• Access both primary sources (such as case law and statutes) and secondary sources (including journals and books).
• The knowledge base is continuously updated with thousands of new documents to ensure the information is current.
• You can explore the library via the Library tab in Clio Work, or view the individual documents that Vincent used for research via the Legal Authorities list.